Get Reminded in Slack Before HubSpot Renewals Are Due
This scans HubSpot for contracts or subscriptions renewing soon and pings Slack ahead of time with the account and value — so renewals are proactive conversations, not last-minute scrambles.
- 1
Step 1 — Schedule the check
Add a
Schedule Trigger(daily). - 2
Step 2 — Find upcoming renewals
Add a
HubSpotnode returning records whoserenewal_datefalls within your window (e.g. next 30 days). - 3
Step 3 — Remind Slack
Add a
Slacknode. SetResourcetoMessageandOperationtoSend. Choose the channel (e.g.#alerts) and drop the account name, renewal date and value into the message text using expressions like{{ $json.summary }}. Connect your Slack OAuth or bot-token credential.
Frequently asked questions
Multiple reminder windows?
Run the check for 30/14/7-day windows, or store a "reminded" flag per record so each threshold pings once.
Can I auto-create a renewal task?
Add a step that opens a task in HubSpot (or your PM tool) assigned to the account owner alongside the Slack nudge.
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